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Schwab US Broad Market ETF

1,295 hedge funds and large institutions have $12.9B invested in Schwab US Broad Market ETF in 2025 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 481 increasing their positions, 469 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

3% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 469

0.5% more ownership

Funds ownership: 32.29%32.8% (+0.5%)

2% less funds holding in top 10

Funds holding in top 10: 139136 (-3)

Holders
1,295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
136
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.7M
Puts
$15.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNW
1276
High Note Wealth
Minnesota
$4.09K
WAS
1277
Winch Advisory Services
Wisconsin
$4.04K
CFG
1278
Clayton Financial Group
Missouri
$3.42K
CFP
1279
Comprehensive Financial Planning
Pennsylvania
$3.36K
NB
1280
NBT Bank
New York
$3.32K
SS
1281
Sunbelt Securities
Texas
$2.18K
NRWA
1282
North Ridge Wealth Advisors
Oregon
$1.57K
NA
1283
Networth Advisors
Pennsylvania
$1.18K
RPC
1284
Rossmore Private Capital
Connecticut
$1.1K
MAFA
1285
MJT & Associates Financial Advisory
Minnesota
$951
BA
1286
Blueline Advisors
New Hampshire
$907
TRCT
1287
Tower Research Capital (TRC)
New York
$577
RWA
1288
Redmont Wealth Advisors
Illinois
$496
ETC
1289
Exchange Traded Concepts
Oklahoma
$472
HFS
1290
Hughes Financial Services
Virginia
$446
MCA
1291
McGuire Capital Advisors
Oklahoma
$263
EWA
1292
EQ Wealth Advisors
Texas
$236
TC
1293
Truvestments Capital
Florida
$210
TCM
1294
Triumph Capital Management
Colorado
$184
FGAM
1295
Financial Gravity Asset Management
Texas
$79
LAMC
1296
Longview Asset Management (California)
California
$79
IA
1297
IFS Advisors
Kansas
$45
IA
1298
Integrity Alliance
Iowa
BDWCC
1299
B&D White Capital Company
Texas
MG
1300
Marex Group